Overview
Assets Under Management: $119 million
Headquarters: WESTLAKE VILLAGE, CA
High-Net-Worth Clients: 96
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.95
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 132
Discretionary Accounts: 132
Regulatory Filings
CRD Number: 149641
Last Filing Date: 2024-05-21 00:00:00
Website: https://havencapitalgroup.com